Digging the structural opportunity of growth stocks, the first CSI 300 growth ETF (562310) transaction is active

On September 13, the growth style of the broader market continued to dominate.Tongmei medical care led the rise, Jinshan Office, Chenguang Co., Ltd., Chongqing Beer, and Lixun's precision gains, driving the market for the first Shanghai and Shenzhen 300 -growth ETF (562310) transactions, and the current turnover exceeded 600 million yuan.

AVIC Securities stated that in the context of economic weak recovery, the structural opportunities in growth stocks were excavated.There are three reasons: (1) At present, the market has a higher expectation of 75bp on the market in the United States on September 21. After the interest rate hike, investors' expectations for tightening liquidity may be alleviated, and growth stocks are expected to rebound.(2) Domestic liquidity is still expected to maintain a relatively loose state and favorable growth stocks.There is still room for monetary policy and has the conditions to maintain loose monetary policy.(3) The high -end manufacturing industry in the process of economic structure is expected to continue to rise under favorable policies.

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